Financial planning:
before your sabbatical
YOUR STRATEGIC FINANCIAL ROADMAP
FOR YOUR SABBATICAL
Guided exercises to move you from dreaming about your sabbatical to actually taking it!
You’ve proven yourself to be competent and highly valued in your job, but you’ve also recognized that your identity lies beyong your career. You’ve achieved financial success, but you also have big dreams! It’s time to get prepared for the next exciting chapter of your life—a sabbatical.
Financial planning is your tool to feel empowered to plan for the life you want!
Whether you already have an emergency fund and a robust savings routine, channeling funds into retirement and after-tax investments, or if you’re starting from scratch, now is the moment to ensure your finances are well-managed and can support your upcoming sabbatical.
These resources are here to help you navigate questions about taxes and financial opportunities while preparing to take a break from work.
Explore financial tips, discover what truly matters to you, and get ready to embark on the next chapter with confidence
6 Year-End Financial Moves To Boost Your Savings (+ Great for Sabbatical Planning)
Did you know that December 31st is the deadline for Roth conversions, tax loss harvesting, and employee contributions for self-employed plans?
Here is what it means for you and how it relates to sabbatical planning!
8 Unexpected Ways To Fund Your Sabbatical
Be smart about planning your sabbatical. Use resources strategically, and feel financially confident about taking time off. These eight unexpected strategies will help you unlock hidden resources, use your money more intentionally, and explore ways to fund your sabbatical without sacrificing your long-term goals. From optimizing credit card points to renting your home or timing your break strategically, you’ll learn how to make your sabbatical a financially smart decision.
After the Layoff: How Taking a Sabbatical Can Help Professionals Redefine Their Career and Life
Getting laid off is nothing short of brutal. This is the story of Collette, a 43-year-old former Senior Director living in San Francisco and how she has decided to turn her layoff into an opportunity. We’re exploring some of the biggest questions that come up after a layoff and how smart financial planning can provide the peace of mind to take a real break before diving into your next chapter.
How To Strategically Set Your Sabbatical Start Date
Setting a clear start date for your sabbatical is key to creating momentum and ensuring your sabbatical actually happens. Align your timing with your employer benefits, family commitments, taxes, insurance, and long-term career goals. Read on for strategic steps to pick the right date and learn how financial planning can help you be smart with your money and protect your peace of mind.
Taking a Sabbatical With Your Kids: How to Make it a Reality – Client Scenario of Katie & James
Thinking about taking a sabbatical with your kids? See how Katie & James made it a reality while investing in their future. Discover how your family can hit pause, travel, and return rejuvenated with purpose.
Sabbatical Planning: Your 5 Essential Questions Answered By Financial Planners
If you’re dreaming of that sabbatical, but you’re not quite sure that you can make it happen, this post was written with you in mind! We’ve answered your most urgent questions!
5 mistakes to avoid while working with a financial planner to plan your sabbatical
As you search for and work with a financial planner, here are a handful of mistakes you can avoid so your sabbatical planning experience really is about planning for YOUR dream.
Spring Clean Your Finances in 3 Simple Steps & Improve Your Sabbatical Strategy
How do you feel when you think about your current financial situation? These 3 simple steps can help you feel more in control of your money. They’ll help you better understand what you have, where it’s going, and what you want it to do for you! If you want to plan a sabbatical in the future, this is a great place to start!
8 Common Tax Mistakes to Avoid
Tax software and professional tax preparers are super helpful, but they can only work with the information they’re given. Let’s break down some of the most common tax return mistakes we see and how you can avoid them.
Step by Step Guide To Review Your Tax Return From Last Year
You’ve filed your tax return. What’s next? Make sure to look back at your return carefully to help plan for the year ahead!
Understand Your Tax Documents – A Jumping Off Point For a Future Sabbatical
Your tax return is more than just numbers—it’s a powerful snapshot of your financial life. And if you’re thinking about taking a sabbatical at some point, now is the perfect time to use this information to optimize your financial strategy.
4 Steps to Plan Your Career Break This Year
The beginning of the year is here! There is no better time than now to commit to making our dreams happen. If taking a sabbatical or an extended break from work is at the top of your list for this year, here is how to start making it a reality!
How to Review Your Employer Retirement Savings Contributions – With Sabbatical Planning In Mind
The beginning of the year is a great time to review your contributions to your employer retirement savings plan because it’s when the annual contribution limits reset. It’s also often when any raises go into effect. And you’re in a new tax year.
But how can you properly review it? Here are some things to look for!
Is Your 5-Year Career Plan Missing a Sabbatical? Here’s What Might Be Holding You Back
Learn how to maximize your low-income year with these 4 powerful tax strategies. With proper planning, you can make sure to save what you need ahead of time to feel better prepared.
The Difference Between Traditional Financial Planning & Sabbatical Planning
Learn how to maximize your low-income year with these 4 powerful tax strategies. With proper planning, you can make sure to save what you need ahead of time to feel better prepared.
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Embarking on a sabbatical is an investment
not just in yourself, but also in your dreams, and your career.
For the smoothest journey into your sabbatical and financial freedom, consider partnering with experienced financial planners.
At Middleton & Company, we combine financial expertise and sabbatical experience to provide tailored guidance and help you turn your sabbatical dream into a reality.
We are here to ensure peace of mind knowing that you are making the best decision for your finances as you embark on this exciting new chapter of your life.
We help you view your finances through a broader lens, projecting how your financial situation can support your lifelong journeys and diverse goals. Explore our services and learn more about us to kickstart your path toward financial well-being.
